Filed December 21, 2018
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,951 | $51,576+16.2% | $129,207-53.6% | $80,856-25.9% |
| Participation rate | 95.1% | 57.0%+38.1pp | 69.6%+25.5pp | 67.6%+27.5pp |
| Annual return | 19.81% | 20.81%-1.0pp | 9417.33%-9397.5pp | 35.59%-15.8pp |
| Employer contribution / active EE | $1,618 | $1,584+2.2% | $4,153-61.0% | $2,755-41.3% |
| Participant deferral / active EE | $4,682 | $2,669+75.4% | $4,168+12.3% | $4,296+9.0% |
| Admin fee / account holder | $2,718 | $4,305-36.9% | $7,715-64.8% | $6,918-60.7% |